WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Quant Flexi Cap Fund compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
Quant Flexi Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Quant Flexi Cap Fund-Growth |
---|---|---|
Fund | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Quant Flexi Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4229 Cr | ₹6829 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 02 Aug 2022 | 20 Oct 2008 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 0.0% | % |
Expense Ratio | 1.84 | 1.78 |
Manager | Piyush Baranwal | Sanjeev Sharma |
ISIN Code | INF03VN01506 | INF966L01457 |
Exits Load | WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Quant Flexi Cap Fund-Growth |
---|---|---|
1 Month | 3.42% | 4.26% |
6 Month | -1.93% | -6.75% |
1 Year | 11.45% | -4.04% |
3 Year | - | 17.91% |
5 Year | - | 34.66% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Quant Flexi Cap Fund-Growth |
---|---|---|
6 Month | 1.3% | 2.53% |
1 Year | 0.56% | -10.4% |
3 Year | - | 16.37% |
5 Year | - | 21.88% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Quant Flexi Cap Fund-Growth |
---|---|---|
1 Year | 33.05% | 11.62% |
3 Year | - | 15.88% |
5 Year | - | 17.11% |
Risk Management
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Quant Flexi Cap Fund-Growth |
---|---|---|
Standard Deviation | - | 17.196% |
Sharp | - | 0.641% |
Beta | - | 1.114% |
Alpha | - | 2.062% |
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Fund Managers
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Quant Flexi Cap Fund-Growth |
---|---|---|
Name | Piyush Baranwal | Sanjeev Sharma |
Total AUM | ₹5379 Cr | ₹39731 Cr |
Funds Managed | 9 | 22 |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Quant Flexi Cap Fund-Growth |
Market Cap
Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Quant Flexi Cap Fund-Growth |
---|---|---|
Others | 10.94 | 13.95 |
Large Cap | 53.15 | 63.89 |
Small Cap | 25.36 | 12.21 |
Mid Cap | 10.55 | 9.94 |
Sector Allocation
Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Quant Flexi Cap Fund-Growth |
---|---|---|
Others | 8.32 | 13.95 |
Energy | 2.8 | 13.63 |
Technology | 10.52 | - |
Consumer Cyclical | 13.58 | 7.15 |
Healthcare | 8.2 | 6.97 |
Industrials | 11.4 | 5.97 |
Financial Services | 29.48 | 17.71 |
Basic Materials | 4.24 | 7.15 |
Consumer Defensive | 2.92 | 14.11 |
Real Estate | 2.95 | - |
Utilities | 1.17 | 11.64 |
Communication Services | 4.43 | 1.72 |
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